2019-11-15T08:29:22-06:00 2018-12-31 042774062 A L L CPAS 1330 BOYLSTON STREET CHESTNUT HILL MA 02467 990PF 2018-01-01 436763559 THE PATRIOT FOUNDATION C/O PETER BOARI ALL CPAS PATR 6177385200 1330 BOYLSTON STREET NO 510 CHESTNUT HILL MA 024672111 TRUSTEE TRUSTEE 6177385200 2019-11-14 1 RONALD LOBERFELD P00141384 6177385200 2019-11-14 96.89.194.121 2019-11-14 11:41:01 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6923AF138309801F09F779FC9C53E380DA98AEC0 2018 2020-03-31 21:24:44Z X 7780820 X 9300634 65479 65479 0 7209035 0 9366113 65479 0 0 0 11900 11900 11900 12243 12243 12243 24143 24143 24143 1782966 1782966 1807109 24143 1807109 7559004 41336 175293 13657 13657 0 7720640 7767163 175293 7734297 7780820 0 0 X 0 0 0 0 175293 7734297 175293 7734297 175293 7734297 175293 7559004 0 7734297 0 7734297 CTC ST COVERED P 2018-05-25 2018-12-31 799912 799912 0 0 CTC LT COVERED D 2018-02-22 2018-12-31 1916250 1916250 0 0 CTC ST NONCOVERED D 2018-06-01 2018-07-01 4492873 4492873 0 0 0 0 2426535 1383898 1.753406 1679051 3345430 0.501894 973192 4734264 0.205564 56972 833831 0.068326 0 422072 0.000000 2.529190 0.505838 5752189 2909676 413 2910089 1807109 827 0 827 0 827 3002 0 0 3002 X 0 2175 2175 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A PETER D BOARI CPA CO ALL CPAS 6177385200 1330 BOYLSTON STREET CHESTNUT HILL MA 024672111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER D BOARI 1330 BOYLSTON STREET SUITE 510 CHESTNUT HILL MA 02467 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3258173 2581613 0 5839786 0 0 5839786 87597 5752189 287609 287609 827 827 286782 0 286782 0 286782 1807109 0 1807109 0 1807109 286782 0 0 21342 739357 1512897 2357340 4630936 1807109 0 0 0 286782 1520327 0 0 6151263 0 0 0 0 0 0 0 6151263 21342 739357 1512897 2357340 1520327 X 350ORG 20 JAY STREET STE 732 BROOKLYN NY 11201 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 5000 ACLU OF MISSOURI FOUNDATION 406 WEST 34TH STREET STE 420 KANSAS CITY MO 64111 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 15000 ALL SATO RESCUE PMB NO 595 PO BOX 194000 SAN JUAN PR 009194000 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500 ALLIANCE FOR FAIR FOOD PO BOX 509 IMMOKALEE FL 34143 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 5000 AMERICAN FRIENDS OF NEOT KEDUMIM 42 EAST 69TH STREET NEW YORK NY 10021 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1800 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 ANTI DEFAMATION LEAGUE 40 COURT STREET 12 BOSTON MA 02108 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1800 ARAVA INSTITUTE FOR ENVIRONMENTAL STUDIES 1320 CENTRE ST SUITE 206 NEWTON CENTRE MA 02459 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 2000 CAMP HAVAYA 1299 CHURCH ROAD WYNCOTE PA 19095 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1800 CAMP HAVAYA ARTS 1299 CHURCH ROAD WYNCOTE PA 19095 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1800 CANNON BEACH FIRE & RESCUE 188 SUNSET PO BOX 24 CANNON BEACH OR 97110 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500 CATHOLIC LEGAL ASSISTANCE MINISTRY 100 N TUCKER BLVD ST LOUIS MO 63101 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 CENTER FOR SCIENCE IN THE PUBLIC INTEREST 1220 L ST NW SUITE 300 WASHINGTON DC 20005 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 CLATSOP COUNTY WOMEN'S RESOURCE CENTER - THE HARBOR 801 COMMERCIAL STREET LOWER LEVEL ASTORIA OR 97103 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1500 CONGREGATION DORSHEI TZEDEK 60 HIGHLAND STREET WEST NEWTON MA 02465 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 COVENANT PLACE FOUNDATION 8 MILLSTONE CAMPUS DRIVE STE 2000 ST LOUIS MO 63146 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 200000 CROWN CENTER 2450 GRAND BOULEVARD KANSAS CITY MO 64108 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 EARTH JUSTICE 50 CALIFORNIA STREET STE 500 SAN FRANCISCO CA 94111 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 EJEWISH PHILANTHROPY CO CENTER FOR JEWISH CULTURE AND CREATIVITY 2472 BROADWAY 331 NEW YORK NY 10025 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 200 FINCA 1201 15TH STREET NW 8TH FL WASHINGTON DC 20005 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 FOOD AND WATER WATCH 1616 P STREET NW WASHINGTON DC 20036 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 FRONTIER NURSING UNIVERSITY 195 SCHOOL STREET HYDEN KY 41749 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 GREAT RIVERS ENVIRONMENTAL LAW CENTER 319 N 4TH STREET 800 ST LOUIS MO 63102 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 GREEN AMERICA 1612 K STREET NW STE 600 WASHINGTON DC 20006 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 15000 HAND IN HAND USA 710 ST JOSEPH S DR OAK BROOK IL 60523 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 12000 HIAS 411 FIFTH AVENUE STE 1006 NEW YORK NY 10016 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 2000 HILLEL B'NAI TORAH 120 COREY STREET WEST ROXBURY MA 02132 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 HOLOCAUST MUSEUM & LEARNING CENTER 12 MILLSTONE CAMPUS DR ST LOUIS MO 63146 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 HOME WORKS 225 LINDEN AVENUE ST LOUIS MO 63105 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 JEWISH COMMUNITY CENTER (JCC) 333 NAHANTON ST NEWTON CENTRE MA 02459 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1800 JEWISH COMMUNITY RELATIONS COUNCIL 12 MILLSTONE CAMPUS DR ST LOUIS MO 63146 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 2000 JEWISH FAMILY & CHILDREN'S SERVICES 1430 MAIN ST WALTHAM MA 02451 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 15000 JEWISH FEDERATION OF ST LOUIS 12 MILLSTONE CAMPUS DR ST LOUIS MO 63146 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 80000 JSTREET EDUCATION FUND 205 W RANDOLPH ST 740 CHICAGO IL 60606 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 5000 LILITH 250 WEST 57TH STREET 2432 NEW YORK NY 10107 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 LITTLE KIDS ROCK 271 GROVE AVENUE BLDG E2 VERONA NJ 07044 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 MADRE 121 WEST 27TH STREET 301 NEW YORK NY 10001 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 MAZON 10850 WILSHIRE BLVD STE 400 LOS ANGELES CA 90024 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 3000 MOPIRG FOUNDATION 2518 LEMAY FERRY RD 137 ST LOUIS MO 63125 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 NATIONAL COUNCIL OF JEWISH WOMEN 475 RIVERSIDE DRIVE STE 1901 NEW YORK NY 10115 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 NATIONAL WOMENS LAW CENTER 11 DUPONT CIR NW 800 WASHINGTON DC 20036 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500 NATURAL RESOURCES DEFENSE CENTER 40 WEST 20TH ST NEW YORK NY 10011 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500 NEW ISRAEL FUND 437 NEWTONVILLE AVE 4 NEWTONVILLE MA 02460 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 37000 NINE NETWORK OF PUBLIC MEDIA 3655 OLIVE STREET ST LOUIS MO 63108 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 2600 PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE 5100 WISCONSIN AVE NW STE 400 WASHINGTON DC 20016 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 PLANNED PARENTHOOD FEDERATION OF AMERICAN INC 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 2000 PLANNED PARENTHOOD OF ST LOUIS 4251 FOREST PARK AVENUE ST LOUIS MO 63108 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 2000 RADIO ARTS FOUNDATION 7711 CARONDELET AVE 302 CLAYTON MO 63105 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 RECONSTRUCTING JUDAISM 1299 CHURCH ROAD WYNCOTE PA 19095 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500000 RECONSTRUCTIONIST RABBINICAL ASSOCIATION 1299 CHURCH ROAD WYNCOTE PA 19095 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 RECONSTRUCTIONIST RABBINICAL COLLEGE 1299 CHURCH ROAD WYNCOTE PA 19095 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 784916 SAUL MIROWITZ JEWISH COMMUNITY SCHOOL 348 SOUTH MASON ROAD ST LOUIS MO 63141 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 6000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET STE 1250 OAKLAND CA 94612 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500 ST LOUIS JEWISH LIGHT 6 MILLSTONE CAMPUS DR SUITE 3010 ST LOUIS MO 63146 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 250 ST LOUIS PUBLIC LIBRARY 1301 OLIVE STREET ST LOUIS MO 63103 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 ST LOUIS PUBLIC RADIO 3651 OLIVE STREET ST LOUIS MO 63108 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 ST LOUIS SYMPHONY ORCHESTRA 718 NORTH GRAND BOULEVARD ST LOUIS MO 63103 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 5000 STRAY RESCUE OF ST LOUIS 2320 PINE STREET ST LOUIS MO 63103 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 500 THE CITY COLLEGE FUND 160 CONVENT AVE SHEPARD HALL ROOM 166 NEW YORK NY 10031 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 2500 THE SAMFUND 89 SOUTH STREET STE LL02 BOSTON MA 02111 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 7500 THE ST LOUIS AREA FOOD BANK 70 CORPORATE WOODS DRIVE BRIDGETON MO 63044 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 10000 TRUAH 266 W 37TH STREET SUITE 803 NEW YORK NY 10018 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 22000 UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE SUITE 6 CAMBRIDGE MA 02138 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 VARIETY THE CHILDREN'S CHARITY 4601 WILSHIRE BOULEVARD STE 260 LOS ANGELES CA 90010 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE ORGANIZATION 1000 1782966 0 14 65479 18 0 0 65479 65479 4 THE FOUNDATION HOLDS AND MANAGES CONTRIBUTIONS. THE CONTRIBUTIONS ARE INVESTED IN MONEY MARKETS AND SECURITIES. DIVIDENDS AND INTEREST ARE EARNED ON THESE SECURITIES. 8 FROM TIME TO TIME THE FOUNDATION MAKES DISTRIBUTIONS TO PUBLIC CHARITIES. THE FOUNDATION SELLS THE ASSETS, CREATING A CAPITAL GAIN OR LOSS. 0 0 0 0 0 0 0 0 0 0 X X 1 SF REV TRST 922 WALNUT ST KANSAS CITY MO 64106 2891511 X 2 SF REV TRST 922 WALNUT ST KANSAS CITY MO 64106 1916250 X 3 SF REV TRST 922 WALNUT ST KANSAS CITY MO 64106 4492873 X 2 75000 CALVERT SM CAP 1916250 2018-02-23 3 ABS LTD PTR 4492873 2018-07-27 PROFESSIONAL FEES - ACCOUNTING 11900 11900 11900 7720640 7767163 0 0 INVESTMENT ADVISOR FEES 12243 12243 12243